Filed July 2, 2010
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $65,785 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $43,394 |
QUALIFIED PLAN SOLUTIONS LC1 year Service code 13 · EIN 05-0538699 PO BOX 547 · COLWICH, KS 670300547 | Contract Administrator | $6,892 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,607 | $60,396+106.3% | $111,392+11.9% | $56,287+121.4% |
| Participation rate | 75.8% | 72.4%+3.4pp | 78.9%-3.1pp | 69.9%+6.0pp |
| Annual return | -5.58% | 20.26%-25.8pp | -2.06%-3.5pp | -9.96%+4.4pp |
| Employer contribution / active EE | $1,985 | $3,459-42.6% | $4,328-54.1% | $2,111-6.0% |
| Participant deferral / active EE | $5,086 | $4,421+15.0% | $5,567-8.6% | $3,350+51.8% |
| Admin fee / account holder | $459 | $610-24.7% | $12,266-96.3% | $521-11.8% |